Define line levels

Define multiple line levels to enable users to select a pre-defined product level above a product—such as brand vendor, category, or family—when adding new lines.

Prerequisites

Before configuring this feature, make sure that the following fields are visible and can be edited:

• Line Level object:
  • Line Level
  • Label Override
  • Position
  • Product Filter Field Set
• Line Level Product Map object:
  • Product Field
  • Line Field
• Line Level Add Lines Column object:
  • Salesforce Field
  • Field Order
  • Column Width
  • Resizable
  • Visible
  • Default Sort Order
  • Default Sort Order Direction
  • Text Wrapping

If the fields are not visible or can't be edited, confirm that they have been added to the object's page layout and are visible in the user's profile. For detailed instructions on how to add fields and check for visibility, refer to Make fields visible or editable.

Configure multiple line levels

1. From the Lightning App Launcher, go to the appropriate Product Selector Configuration.
2. On the Related tab, in the Line Levels section, select New.
3. In the New Line Level dialog, select or specify values:
   • Line Level—Enter a name for the line level.
   • Position—Specify its position in a list when users add line items.
   • Label Override—Optionally specify a label.
   • Product Filter Field Set—Optionally select the Filter Field Set that should be used for this Line Level. If left empty, the default Filter Field Set that was defined on the Product Selector Configuration will be used for all Line Levels.
4. Select Save.
5. Select the line level that you created.
6. On the Related tab, in the Line Level Product Maps section, select New.
7. Specify values to map a product field to a line item object:

   1. Specify the field of the product object.

   2. Specify the field from the line item object in which the value from the product field should be copied. For example, map a Family product field with a zpl_Family_c field of the line item object.

      Note

      Use Line Level Product Maps to define mappings that will be used when creating lines from selected products at this Line Level. If defined, values from product records will be copied into the fields from line records based on these mappings​.

8. Select Save.
9. Define mappings for each line level.

Define columns for different line levels

Default Add Line Dialog Fields columns, defined in the Product Selector Configuration, are used for multiple line levels.
You can optionally define a set of custom columns in the Line Level Add Lines Columns section of the Line Level to be shown instead of the default columns for a particular Line Level.

When mapping line levels to the Product2 object in Salesforce, consider the following:

• The Line Level value must match the value of the Hierarchy Level field value for product records that belong to this level.
• The Level Value for any product record must have the same value as the product value.
• The Linked Product Field value in the Line Level record must be the existing field on the Product record.

The following image shows an example of appropriate line level mapping: